Our best clients are individuals and families who have been diligent savers and understand the value of having a proactive advisor guide them as they prepare to transition into retirement and beyond.
We serve individuals and families who are in the pre-retirement and retirement phases of their lives.
Pre-Retirement
You are likely ten years or so from your retirement goal, which may include early retirement. You want guidance on determining when you can retire or make work optional, which accounts you should be saving to, how much you need to save, and what you can do now to set yourself up for the best retirement.
Retirement
You are transitioning into retirement and beyond. You want guidance on creating an annual retirement income plan, reducing taxes, maximizing your retirement lifestyle, supporting your children and grandchildren, and leaving an impactful legacy.
Your Path Fi May Be the Right Fit For You If:
- You recognize that having a comprehensive plan that addresses all areas of your financial life will set you on a path to the best retirement.
- You understand the value of having ongoing guidance and accountability from an advisor.
- You believe in a long-term investment strategy using low-cost, tax-efficient, globally diversified funds that is coordinated with your financial plan.
- You are looking for a long-term relationship; we want to partner with individuals and families who share our values!